We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

404 hedge funds and large institutions have $3.05B invested in Schwab US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 210 increasing their positions, 122 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 122

14% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 28

14% more capital invested

Capital invested by funds: $2.68B → $3.05B (+$376M)

4.11% more ownership

Funds ownership: 83.62% → 87.73% (+4.1%)

2% more funds holding in top 10

Funds holding in top 10: 47 → 48 (+1)

1% more funds holding

Funds holding: 401 → 404 (+3)

Holders
404
Holders Change
+3
Holders Change %
+0.75%
% of All Funds
8.86%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
1.05%
New
32
Increased
210
Reduced
122
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$126M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$55.1M
3
Charles Schwab
Charles Schwab
California
+$28.3M
4
OAJ
Ogorek Anthony Joseph
New York
+$23M
5
Ameriprise
Ameriprise
Minnesota
+$20.9M

Top Sellers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
-$28.6M
2
SFPM
Sensible Financial Planning & Management
Massachusetts
-$12.8M
3
BWP
BSW Wealth Partners
Colorado
-$8.65M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$5.35M
5
AWA
Alaska Wealth Advisors
Alaska
-$3.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
GM
126
GeoWealth Management
Illinois
$2.67M +$2.65M +99,192 New
CW
127
CreativeOne Wealth
Kansas
$2.59M -$241K -9,000 -9%
BCI
128
Brinker Capital Investments
Pennsylvania
$2.55M +$130K +4,844 +5%
CWS
129
Cypress Wealth Services
California
$2.54M +$474K +17,722 +23%
KWM
130
Kingsview Wealth Management
Oregon
$2.54M +$121K +4,540 +5%
SDWMA
131
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.39M +$217K +8,106 +10%
SWM
132
SeaCrest Wealth Management
New York
$2.38M +$31.9K +1,194 +1%
RWM
133
Reston Wealth Management
Virginia
$2.38M +$796K +29,764 +51%
RFA
134
Reilly Financial Advisors
California
$2.37M +$73.7K +2,756 +3%
AL
135
Aspiriant LLC
California
$2.33M -$175K -6,556 -7%
A
136
AdvicePeriod
California
$2.31M +$35.8K +1,338 +2%
G
137
Gainplan
Michigan
$2.3M +$585K +21,872 +34%
CF
138
Corrigan Financial
Rhode Island
$2.3M +$84.4K +3,156 +4%
BIA
139
BHK Investment Advisors
Alabama
$2.26M -$18.8K -702 -0.8%
AIM
140
AMI Investment Management
Indiana
$2.24M -$52.1K -1,948 -2%
SC
141
Savant Capital
Illinois
$2.22M +$121K +4,540 +6%
GCA
142
Gradient Capital Advisors
California
$2.19M +$27.6K +1,032 +1%
GC
143
Garde Capital
Washington
$2.17M -$13.5K -504 -0.6%
RA
144
Rational Advisors
New York
$2.16M +$514K +19,204 +31%
WWM
145
WT Wealth Management
Arizona
$2.14M +$2.13M +79,576 New
CMP
146
Courage Miller Partners
Virginia
$2.04M -$396K -14,810 -16%
LFA
147
Landmark Financial Advisors
Kentucky
$1.99M +$1.87K +70 +0.1%
HFA
148
Huber Financial Advisors
Illinois
$1.98M -$317K -11,870 -14%
VDI
149
Vaughan David Investments
Illinois
$1.94M -$557K -20,840 -22%
CMBA
150
C.M. Bidwell & Associates
Hawaii
$1.81M +$1.27M +47,338 +236%
4 5
6
7 8

SCHZ Hedge Fund Activity: Q3 2019 in Review

404 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q3 2019, worth a combined $3.05B — up 14% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SCHZ positions and 28 closed out — a net gain of 4 holders — while 210 added to existing stakes and 122 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $126M. The largest seller was OneDigital Investment Advisors, cutting an estimated $28.6M.

  • 404 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q3 2019, up from 401 in Q2 2019.
  • Funds reported $3.05B of Schwab US Aggregate Bond ETF stock for Q3 2019, up 14% quarter-over-quarter.
  • 32 funds opened new Schwab US Aggregate Bond ETF positions in Q3 2019 and 28 closed out, a net change of +4 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $126M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q3 2019 was OneDigital Investment Advisors, an estimated $28.6M sold.

Based on aggregated 13F filings for Q3 2019.